Financial Planning for Parents

Planning for Parents
Parents today face many competing financial challenges. Saving for education, addressing insurance needs and beginning to prepare for retirement, all while caring for our aging parents. At Our House Wealth Advisors, we believe that having a solid financial foundation sets you up for long-term success and we want to be your partner along the way.
We Offer you an effective ways to plan and manage your retirement. Please inquire about pricing options.
Personal financial planning website
Set Specific Financial Goals, Both Short-term and Long-term
Create a Working Monthly Budget
- Determine the proper amount of money to maintain in an emergency fund
- Introduce you to Your Budgeting Tool and Personal Financial Website
Debt-Reduction Best Practices
Saving for education, college funding plan**
Job Transitions and Rollover Options
Investment Management
- Risk tolerance
- Savings and investing plan
- 401(k)/403(b)/457(b) Roth IRA contributions
- Selecting the investments for your retirement accounts
Employee Benefit Review
Insurance Consultation
- Disability
- Life Insurance
Quarterly Coaching Call
Your Journey to Financial Freedom Starts Today!
No minimum investment if on a subscription plan
**College admissions package is an add-on